See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,421 | $150,440-53.9% | $136,294-49.1% | $147,584-53.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 19.83% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,619 | $5,256-69.2% | $4,695-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $3,723 | $6,630-43.9% | $6,247-40.4% | $5,439-31.6% |
| Admin fee / account holder | $686 | $10,905-93.7% | $9,243-92.6% | $10,885-93.7% |